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Strategic Wealth Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Strategic Wealth Advisors’s Portfolio ESGE Stock Details ESGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20K Hold
466
– – 0.02% 143
2026
Q1 		$21K Hold
466
– – 0.02% 143
2025
Q4 		$20K Buy
+466
New +$20.5K 0.02% 143

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Strategic Wealth Advisors's ESGE Position: Q2 2026 in Review

Strategic Wealth Advisors held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q2 2026 at 466 shares worth $20K. The position accounts for 0.02% of the portfolio, ranked #143.

Strategic Wealth Advisors first reported a position in ESGE in Q4 2025 and has held it in 3 quarters since. The position peaked at $21K in Q1 2026. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Strategic Wealth Advisors held 466 shares of iShares ESG Aware MSCI EM ETF worth $20K as of Q2 2026.
  • Strategic Wealth Advisors left its iShares ESG Aware MSCI EM ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI EM ETF made up 0.02% of Strategic Wealth Advisors's portfolio in Q2 2026, its #143 holding.
  • Strategic Wealth Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2025 and has held it in 3 quarters since.
  • Strategic Wealth Advisors's iShares ESG Aware MSCI EM ETF position peaked at $21K in Q1 2026.
  • 633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Strategic Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.